Client Advisor

1ヶ月前


Tokyo UBS

Your role
Are you interested in Wealth Management business with objectives in problem solving for clients and building long-term relationships? Do you have experience in client advising and supporting sales activities?

We are looking for someone who can help us:

  • establish long-term mutually beneficial relationships with clients
  • keep accurate, up-to-date client investor profiles
  • develop a client investment strategy and keep a close eye on portfolio quality
  • carry out daily transaction processing and complex troubleshooting
  • make sure that client-related processes and administrative arrangements are completed
  • keep in contact with internal and external clients

Job Type
Full Time

Job Reference #
329661BR

City
Tokyo

Your team
You'll be working in the Wealth Management team in Tokyo as part of the relatively small Investment Assets segment. Our role is to preserve and grow the wealth of our clients.

Your expertise
You have:

  • experience in client advising
  • basic knowledge in financial markets and regulatory frameworks

You are:

  • motivated, self-directed and driven
  • a dynamic and flexible team player with great networking skills
  • able to work under pressure (you secretly love deadlines)
  • fluent in Japanese and basic business English

About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit

Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.



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